转自：智通财经 截至最新，安徽建工集团股份有限公司有存续债券10只，债券存量规模合计76.38亿元。 来源：智通财经 据智通财经消息，12月16日，安徽建工集团股份有限公司公告，公司及子公司近期涉及14起诉讼仲裁案 件，涉案金额合计8.59亿元，其中13起为原告，1起为被告。案件主要涉及建设工程合同纠纷及合同纠 纷，均处于一审审理阶段。此外，公司还披露了部分前期已披露案件的最新进展。鉴于相关案件尚未结 案或执行完毕，对公司本期利润或期后利润的影响尚无法确定。 10月30日，安徽建工集团股份有限公司发布2025年三季报，财报显示，公司前三季度实现营业收入 450.26亿元，同比下降16.56%；净利润11.47亿元，同比下降12.04%；总资产2055.73亿元，总负债 1775.41亿元；经营现金流量净额亏损19.67亿元。 ...

因多笔工程款项被拖欠，安徽建工（SH600502，股价4.64元，市值80亿元）及其子公司正通过法律途径加大应收款项的催收力度。 12月16日，安徽建工发布公告，公司及所属子公司近期新增14起金额较大的诉讼及仲裁案件，涉案金额合计高达8.59亿元。在这些案件中，安徽建工方面 多以原告身份出现，力图追回欠款，仅有1起案件为被告。 在新增案件中，被告方包括地方政府平台公司、明发系房地产企业、大学、医院等。单笔金额最大案件原告为安徽建工集团固镇房地产开发有限公司，被 告方为固镇县重点工程建设中心、固镇县城市建设投资发展有限责任公司，涉案金额达1.19亿元。目前，案件在一审审理中。 | 序号 | 原告 | 被告 | 起诉/申请 | 案由 | 涉案会顾 | 受理法院/ | 进展情况 | | --- | --- | --- | --- | --- | --- | --- | --- | | | (申请人) | (被申请人) | 日期 | | (万元) | 伊朗史 | | | 1 | 中原知念殿歌口可御在使獎 國劇日體施出 一般治有限公司 心 | | 2025-11-27 | 建设工程施 工合同组织 | 6,442,98 ...

证券日报网讯12月16日，安徽建工（600502）在互动平台回答投资者提问时表示，公司在项目管理中积 极应用BIM技术，大力建设数字工厂、数字车间、智慧工地，推动产业向数字化、智能化、绿色化方向 发展；推进数智管控平台建设和应用，有力促进运营效率和风险防控能力提升。具体举措和成效可参阅 公司披露的定期报告。 ...

安徽建工集团股份有限公司 关于公司及子公司涉及诉讼、仲裁的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 案件所处的诉讼（仲裁）阶段：14 起案件均在审理中 上市公司所处的当事人地位：13 起为原告，1 起为被告 涉案的金额：合计 8.59 亿元 证 券 代 码 ： 600502 证 券 简 称 ： 安 徽 建 工 编 号 ： 2025-092 1 | 序号 | 原告 | 被告 | 起诉/申请 | | 涉案金额 | 受理法院/ | 进展情况 | | --- | --- | --- | --- | --- | --- | --- | --- | | | （申请人） | （被申请人） | 日期 | 案由 | （万元） | 仲裁委 | | | | 限公司 | 份有限公司、安徽融城高新 | | | | | | | | | 技术产业发展集团有限公司 | | | | | | | 4 | 安徽建工水利 开发投资集团 | 彬州市水利局 | 2025-12-05 | 建设工程施 | 6,283.22 | 陕西省彬州 | 一 ...

Investment Rating - The industry investment rating is "Overweight" [2][25]. Core Insights - Fixed asset investment in China showed a cumulative year-on-year decline of 2.6% from January to November 2025, with manufacturing investment increasing by 1.9% [2][3]. - Traditional infrastructure investment has seen a widening decline, necessitating a stabilization of investment. Infrastructure investment (including all categories) grew by only 0.1% year-on-year, a decrease of 1.4 percentage points compared to the previous month [4][3]. - Real estate investment remains low, with a year-on-year decline of 15.9% from January to November 2025, indicating a weak recovery trajectory [11][3]. Summary by Sections Fixed Asset Investment - The cumulative year-on-year decline in fixed asset investment is 2.6%, with a decrease of 0.9 percentage points from the previous month [3]. - Manufacturing investment has increased by 1.9%, but this is still a decline of 0.8 percentage points compared to the previous month [2]. Infrastructure Investment - Infrastructure investment (excluding electricity) has a year-on-year decline of 1.1%, with a decrease of 1.0 percentage points from the previous month [4]. - Specific sectors such as transportation, storage, and postal services saw a decline of 0.1%, while water, environment, and public facilities management experienced a decline of 6.3% [4]. Regional Investment Trends - Eastern regions reported a year-on-year decline of 6.6%, while central and western regions saw declines of 1.7% and 0.2%, respectively. The northeastern region faced a significant decline of 14.0% [4]. Real Estate Investment - Real estate investment has decreased by 15.9% year-on-year, with construction starts down by 20.5% and completions down by 18.0% [11]. - The current cycle is characterized by excessive clearing of supply entities and difficulties in inventory replenishment, leading to a slow recovery in investment [11]. Investment Recommendations - For 2026, the industry is expected to stabilize, with emerging sectors likely to benefit from major national strategies. Key companies to watch include Sichuan Road and Bridge, China Chemical, and others in new infrastructure and overseas markets [16].

Investment Rating - The report maintains an "Overweight" rating for the industry, indicating a positive outlook for investment opportunities in the sector [1]. Core Insights - Fixed asset investment growth in China has further declined, with a cumulative year-on-year decrease of 2.6% for January to November 2025, a drop of 0.9 percentage points compared to the previous period [2][3]. - Traditional infrastructure investment has seen an expanded decline, necessitating measures to stabilize investment. Infrastructure investment (including all categories) grew by only 0.1% year-on-year, down 1.4 percentage points from the previous month [4]. - Real estate investment remains low, with a year-on-year decrease of 15.9% for January to November 2025, indicating a weak recovery trajectory [11]. Summary by Sections Fixed Asset Investment - The cumulative year-on-year growth rate for fixed asset investment is -2.6%, with manufacturing investment showing a slight increase of 1.9% [2][3]. - The decline in traditional infrastructure investment has intensified, with significant drops in various sectors, including transportation and public facilities [4]. Infrastructure Investment - Infrastructure investment (excluding electricity) has decreased by 1.1% year-on-year, with notable declines in transportation and environmental management sectors [4]. - Regional investment disparities are evident, with the eastern region experiencing a 6.6% decline year-on-year [4]. Real Estate Investment - Real estate investment has decreased by 15.9% year-on-year, with construction starts down by 20.5% and completions down by 18.0% [11]. - The report anticipates a slow recovery in real estate investment due to challenges in inventory replenishment and supply chain issues [11]. Investment Recommendations - The report suggests that in 2026, industry investment is expected to stabilize, with emerging sectors likely to benefit from national strategic initiatives [15]. - Specific companies are highlighted for potential investment, including Sichuan Road and Bridge, China Chemical, and others in the new infrastructure and overseas markets [15].

Core Insights - The report emphasizes the acceleration of bidding for nuclear fusion projects and the operational launch of the Liebherr Nantong base, focusing on nuclear power and marine engineering modules [6][15][28] - The report highlights the structural recovery of infrastructure investment, particularly in Sichuan and Xinjiang, and recommends investments in low-valuation central state-owned enterprises [6][34] - The report tracks the development of cleanroom technology and the increasing capital expenditure of Taiwanese electronics companies in the U.S., indicating a trend of the Taiwanese supply chain moving to the U.S. [6][34] Group 1: Nuclear Fusion and Power Projects - The signing of a joint statement between China and France on December 4, 2025, promotes the development of nuclear power, recognizing nuclear fusion energy as a significant direction for future energy development [6][15] - The Liebherr Nantong base is expected to achieve an annual output value of CNY 560 million for nuclear modules and CNY 640 million for oil and gas energy modules, addressing the decline in traditional chemical business demand [6][28] - The report notes that the modular construction method in nuclear power can significantly shorten construction periods, with the Liebherr Nantong base now operational [6][28] Group 2: Cleanroom and Coal Chemical Industry - The report tracks the cleanroom sector, noting that TSMC plans to invest USD 165 billion in capital expenditures in the U.S., with Foxconn and Wistron also planning significant investments [6][34] - In the coal chemical sector, projects are progressing steadily, with Xinjiang remaining a primary investment area, including a 1.5 million tons/year coal-to-ethylene project [6][34] - The average price of medium and heavy plates in 13 regions decreased by 0.9%, while rebar prices fell by 1.0%, indicating a slight decline in steel prices [6][34] Group 3: Financial Tracking and Investment Recommendations - The report indicates that special bonds issued for refinancing have reached CNY 2.01 trillion, with a cumulative issuance of CNY 4.5 trillion in special bonds for the year, reflecting a 13.8% year-on-year increase [6][34] - The report recommends focusing on four main investment lines: infrastructure recovery, safety resources, technology in high-end manufacturing, and overseas business opportunities [6][34] - The funding availability rate for construction sites is reported at 59.74%, showing a slight increase from the previous week [6][34]

安徽建工科技园(蜀山园区)。 近年来，安徽建工立足国家战略需求与市场发展导向，以投资为引擎深入推进转型升级，构建起多领域协 同、多层次布局的投资发展新格局。截至目前，安徽建工累计完成投资额超过3000亿元，范围覆盖高速公 路、智能制造、新兴产业等多个领域。在高速投资领域，集团坚持"投资+施工"双轮驱动，有效发挥"投建 运"一体化综合竞争优势，累计投资建设高速公路28条，总投资规模近2500亿元，总里程数超过1200公里， 安徽建工首条自主投资建设的徐淮阜高速公路宿州段、淮北段较计划工期提前10个月建成通车运营，为构 建安徽省现代化综合立体交通网络发挥了重要作用。在智能制造领域，长丰县智能制造基地一期项目全面 投产，截至目前，集团已在合肥、芜湖、六安等地投资建成1000亩现代化智能生产基地群，产品涵盖装配 式钢结构建筑、船舶制造、交通安全设施等。 此次入选"2024安徽上市公司总投资规模20强"榜单，是对安徽建工过往发展成果的充分肯定，更为安徽建 工未来高质量发展注入了强劲动力。面向新征程，安徽建工将继续坚守市场导向，强化创新引领，着力优 化投资布局，积极拓展新兴业务领域，持续扩大有效投资，加快推进产业转型升级 ...

梳理发现，长三角百强中安徽省有10家企业上榜，其中国有企业5家，民营企业5家；主要分布在汽车及零配件制造、一般有 色、水泥建材、建筑、家电制造、计算机及办公设备等行业，分别是：奇瑞控股集团、铜陵有色、海螺集团、中铁四局有限公 司、联宝科技、合肥比亚迪、安徽建工、美的集团芜湖分公司、淮北矿业、阳光电源。 上榜企业2024年实现营业收入为1.5万亿元，增长率10.90％；净利润537.4亿元，增长率6.51%；资产总额为1.6万亿元，增长率 16.88％；所有者权益4622.7亿元，增长9.35%；纳税总额787.5亿元，增长率59.01%；研发费用356.4亿元，增长率21.77%；员工 人数33.5万人，增长率8.19%。 安徽省上榜企业的7项经营指标增速均明显高于长三角百强的平均值。奇瑞控股和合肥比亚迪营业收入增长较快，成为拉动安 徽上榜企业营业收入较快成长的主要动力。其中，奇瑞控股实现营业收入4295.1亿元，增加1527.7亿元，增长率55.20；合肥比 亚迪实现营业收入1019.4亿元，增加406.6亿元，增长率66.35%。 12月5日，长三角三省一市企联在中国金融信息中心联合召开2025长三角百强 ...

人民财讯12月8日电，企查查APP显示，近日，安徽省低空科技发展有限公司成立，注册资本1亿元，经 营范围包含：民用航空器零部件设计和生产；智能无人飞行器制造；人工智能应用软件开发；人工智能 公共服务平台技术咨询服务等。企查查股权穿透显示，该公司由安徽建工（600502）等共同持股。 ...